Insulet (PODD): A Fresh Look at Valuation Following Raised Guidance and Strong Q2 Growth

Insulet (PODD) delivered impressive Q2 2025 results, posting strong revenue growth due to widespread customer adoption in the U.S. and abroad. The company responded by raising its full-year revenue outlook and operating margin guidance.

See our latest analysis for Insulet.

After a year of bold moves, including a high-profile partnership with Pantone and fresh innovation in its Omnipod line, Insulet has seen momentum build, reflected in a solid 1-year total shareholder return of 34.4%. The recent lift in revenue guidance and ongoing expansion in Europe suggest further growth potential is on investors’ radar.

If Insulet’s progress has you scanning for more healthcare innovators, now is the perfect time to discover See the full list for free.

With such strong numbers and upward guidance, the key question for investors remains: does Insulet’s recent rally leave room for further upside, or is the company’s growth already fully reflected in its share price?

Most Popular Narrative: 14% Undervalued

Insulet’s most widely followed narrative assigns a fair value of $360.17, above the last close of $309.12. This highlights perceived upside for the stock if the narrative’s growth assumptions materialize.

“Rapidly rising adoption of Omnipod 5 in both the U.S. and international markets, driven by strong clinical evidence, ease of use, and superior integration with the latest glucose sensors, is positioning Insulet to capture a disproportionately large share of the expanding global diabetes device market, supporting outsized top-line revenue growth for several years.”

Read the complete narrative.

Want to know what supercharges this bullish price target? It isn’t just about global reach; the scale and speed of revenue growth, along with future profit margins, could put Insulet in rare company. Dive in to see which hard numbers really drive the narrative’s surprising conclusion.

Result: Fair Value of $360.17 (UNDERVALUED)

Have a read of the narrative in full and understand what's behind the forecasts.

However, heavy reliance on Omnipod and possible regulatory changes pose real risks that could quickly change Insulet’s growth outlook.

Find out about the key risks to this Insulet narrative.

Another View: Market Multiples Signal Overvaluation

While some see Insulet as offering room to run, our lens using the price-to-earnings ratio paints a different picture. Insulet trades at 92.2x earnings, much higher than both its industry average (31.1x) and the peer average (34x), and far above the fair ratio of 35.3x. This suggests investors may be piling into optimism, creating a potential valuation risk if sentiment shifts. Is all this upbeat growth already built into today’s price, or could the market move closer to that fair ratio?

See what the numbers say about this price — find out in our valuation breakdown.

Build Your Own Insulet Narrative

If these valuations leave you unconvinced or eager to chart your own path, you can dive into the numbers and craft your own view in just a few minutes. Do it your way

A great starting point for your Insulet research is our analysis highlighting 1 key reward and 2 important warning signs that could impact your investment decision.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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